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AT&T
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1651
Capital Advantage
California
$796K +$4.25K +192 +0.6%
MAM
1652
Madison Asset Management
Wisconsin
$795K +$43.1K +1,951 +6%
CIA
1653
Choate Investment Advisors
Massachusetts
$794K -$23.7K -1,073 -3%
AWA
1654
ARS Wealth Advisors
Florida
$793K -$20.3K -918 -3%
LWA
1655
Lineweaver Wealth Advisors
Ohio
$792K -$253K -11,445 -25%
CSPIA
1656
Cary Street Partners Investment Advisory
Virginia
$790K -$1.81M -81,861 -52%
AAM
1657
Augustine Asset Management
Florida
$789K +$22 +1 +0%
EWM
1658
Executive Wealth Management
Michigan
$785K +$5.33K +241 +0.7%
WA
1659
WBH Advisory
Maryland
$783K -$50.8K -2,299 -6%
SFI
1660
SPC Financial Inc
Maryland
$783K +$92K +4,159 +14%
MPPW
1661
Mitchell & Pahl Private Wealth
Oklahoma
$779K +$120K +5,445 +19%
WBC
1662
West Branch Capital
Massachusetts
$778K -$23.7K -1,072 -3%
SEP
1663
Southland Equity Partners
Missouri
$775K -$3.12K -141 -0.4%
CM
1664
Capula Management
Cayman Islands
$774K -$1.38M -62,391 -64%
FAM
1665
Formidable Asset Management
Ohio
$773K +$53.1K +2,403 +8%
FWM
1666
Foresight Wealth Management
Utah
$769K +$181K +8,176 +32%
PAI
1667
Pittenger & Anderson Inc
Nebraska
$768K -$3.38M -153,080 -82%
ACI
1668
Alpha Cubed Investments
California
$767K +$31.9K +1,445 +5%
T
1669
TOBAM
France
$764K – – –
OFS
1670
OneAscent Financial Services
Alabama
$763K -$29.1K -1,314 -4%
PPG
1671
Peak Planning Group
Colorado
$762K +$17.2K +777 +2%
MWM
1672
Modera Wealth Management
New Jersey
$761K -$296K -13,385 -29%
QIM
1673
Quest Investment Management
Oregon
$761K – – –
SW
1674
SkyOak Wealth
Michigan
$759K – – –
FPWM
1675
FSB Premier Wealth Management
Iowa
$758K +$30.4K +1,376 +4%
65 66
67
68 69